Dynamic Advisor Solutions
BA icon

Dynamic Advisor Solutions’s Boeing BA Stock Holding History

Dynamic Advisor Solutions’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,000
Closed -$32K – 555
2020
Q1 		$32K Buy
2,000
+1,900
+1,900% +$520K 0.01% 469
2019
Q4 		$1K Buy
+100
New +$35.4K ﹤0.01% 566

Other funds holding BA

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Dynamic Advisor Solutions's BA Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its Boeing (BA) stake by 2.4% in Q3 2026, selling an estimated $46.5K and leaving 8,984 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #354.

Dynamic Advisor Solutions first reported a position in BA in Q3 2014 and has held it in 45 quarters since. The position peaked at $5.9M in Q4 2023. 555 funds tracked by Wall St. Rank hold BA as of Q3 2026.

  • Dynamic Advisor Solutions held 8,984 shares of Boeing worth $1.67M as of Q3 2026.
  • Dynamic Advisor Solutions sold 217 Boeing shares in Q3 2026, an estimated $46.5K.
  • Boeing made up 0.05% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #354 holding.
  • Dynamic Advisor Solutions first reported a position in Boeing in Q3 2014 and has held it in 45 quarters since.
  • Dynamic Advisor Solutions's Boeing position peaked at $5.9M in Q4 2023.
  • 555 funds tracked by Wall St. Rank held Boeing as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.